Sellaronda Global Management LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SG Sellaronda Global Management LP | Institutional Filer | ▲ 31.84% | $152.5M | 8 |
Current Portfolio Holdings
Showing all 8 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FWONK | Formula One Group | Communication Services | 400K | $34.0M | 22.30% |
| 2 | CPAY | Corpay, Inc. | Technology | 75K | $21.8M | 14.31% |
| 3 | VEEV | Veeva Systems Inc. | Healthcare | 110K | $19.3M | 12.67% |
| 4 | HAS | Hasbro, Inc. | Consumer Cyclical | 190K | $17.8M | 11.66% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 85K | $17.7M | 11.61% |
| 6 | RL | Ralph Lauren Corporation | Consumer Cyclical | 48K | $16.3M | 10.71% |
| 7 | OKTA | Okta, Inc. | Technology | 170K | $13.4M | 8.77% |
| 8 | SRAD | Sportradar Group AG | Technology | 725K | $12.1M | 7.96% |
Showing 1 to 8 of 8 holdings